VBFG
Vishria Bird Financial Group’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,240
| Closed | -$229K | – | 60 |
|
|
2023
Q3 | $229K | Hold |
4,240
| – | – | 0.13% | 52 |
|
|
2023
Q2 | $286K | Hold |
4,240
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $328K | Hold |
4,240
| – | – | 0.21% | 42 |
|
|
2022
Q4 | $331K | Hold |
4,240
| – | – | 0.23% | 42 |
|
|
2022
Q3 | $296K | Hold |
4,240
| – | – | 0.2% | 42 |
|
|
2022
Q2 | $351K | Hold |
4,240
| – | – | 0.23% | 38 |
|
|
2022
Q1 | $343K | Hold |
4,240
| – | – | 0.19% | 44 |
|
|
2021
Q4 | $348K | Hold |
4,240
| – | – | 0.16% | 49 |
|
|
2021
Q3 | $310K | Hold |
4,240
| – | – | 0.16% | 50 |
|
|
2021
Q2 | $316K | Sell |
4,240
-198
| -4% | -$14.8K | 0.16% | 47 |
|
|
2021
Q1 | $314K | Sell |
4,438
-442
| -9% | -$31.3K | 0.17% | 43 |
|
|
2020
Q4 | $344K | Hold |
4,880
| – | – | 0.2% | 38 |
|
|
2020
Q3 | $318K | Sell |
4,880
-581
| -11% | -$37.9K | 0.2% | 35 |
|
|
2020
Q2 | $369K | Hold |
5,461
| – | – | 0.29% | 26 |
|
|
2020
Q1 | $317K | Hold |
5,461
| – | – | 0.33% | 29 |
|
|
2019
Q4 | $437K | Sell |
5,461
-160
| -3% | -$12.8K | 0.42% | 23 |
|
|
2019
Q3 | $503K | Sell |
5,621
-398
| -7% | -$35.6K | 0.58% | 24 |
|
|
2019
Q2 | $489K | Sell |
6,019
-1,470
| -20% | -$119K | 0.49% | 25 |
|
|
2019
Q1 | $587K | Sell |
7,489
-1,360
| -15% | -$107K | 0.59% | 25 |
|
|
2018
Q4 | $578K | Buy |
+8,849
| New | +$578K | 0.64% | 24 |
|